Y.D. More Investments Ltd
Ramat Gan L3 · SEC CIK 0001870364
$26.06亿2026Q1 申报市值
474持仓数
63.5%前十大占比 · 第一大 17.6%
51 / 45新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
PANW 加仓+$7,782.01万
SOXX 加仓+$5,101.86万
LHX 加仓+$2,916.34万
ORA 加仓+$2,633.19万
NVMI 加仓+$2,150.36万
2026Q1 卖出最多 按季末市值估算
ZIM 减仓-$7,280.17万
ESLT 减仓-$5,608.55万
ENLT 减仓-$2,131.65万
QQQ 减仓-$2,031.00万
TSEM 减仓-$1,347.75万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| AAON | AAON INC | $23.27万 | 0.01% | 2,812 | 2,812 | — | $23.27万 | 新建仓 |
| IHE | ISHARES TR | $23.40万 | 0.01% | 2,700 | 0 | 0.0% | — | 不变 |
| CMC | COMMERCIAL METALS CO | $23.51万 | 0.01% | 3,827 | 3,827 | — | $23.51万 | 新建仓 |
| BXP | BXP INC | $23.90万 | 0.01% | 6,246 | -187 | -2.9% | -$7,156 | 减仓 |
| ITA | ISHARES TR | $24.31万 | 0.01% | 1,149 | 240 | 26.4% | $5.08万 | 加仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $24.36万 | 0.01% | 1,478 | 1,478 | — | $24.36万 | 新建仓 |
| ENPH | ENPHASE ENERGY INC | $24.43万 | 0.01% | 6,460 | 4,160 | 180.9% | $15.73万 | 加仓 |
| SSD | SIMPSON MFG INC | $24.52万 | 0.01% | 1,429 | 1,429 | — | $24.52万 | 新建仓 |
| FLR | FLUOR CORP | $24.78万 | 0.01% | 5,311 | 5,311 | — | $24.78万 | 新建仓 |
| QLYS | QUALYS INC | $25.64万 | 0.01% | 2,919 | -296 | -9.2% | -$2.60万 | 减仓 |
| POOL | POOL CORP | $25.68万 | 0.01% | 1,269 | -33 | -2.5% | -$6,677 | 减仓 |
| IGIB | ISHARES TR | $25.76万 | 0.01% | 4,880 | 580 | 13.5% | $3.06万 | 加仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $25.81万 | 0.01% | 5,755 | 5,755 | — | $25.81万 | 新建仓 |
| GLBE | GLOBAL E ONLINE LTD | $26.22万 | 0.01% | 8,500 | -74,050 | -89.7% | -$228.44万 | 减仓 |
| AIQ | GLOBAL X FDS | $26.23万 | 0.01% | 5,650 | 400 | 7.6% | $1.86万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $26.59万 | 0.01% | 2,031 | 190 | 10.3% | $2.49万 | 加仓 |
| VMI | VALMONT INDS INC | $26.93万 | 0.01% | 674 | 674 | — | $26.93万 | 新建仓 |
| NTSK | NETSKOPE INC | $27.31万 | 0.01% | 32,172 | 32,172 | — | $27.31万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $28.16万 | 0.01% | 1,946 | -345 | -15.1% | -$4.99万 | 减仓 |
| FICO | FAIR ISAAC CORP | $28.29万 | 0.01% | 265 | 0 | 0.0% | — | 不变 |
| — | LISTED FDS TR | $28.97万 | 0.01% | 9,450 | 0 | 0.0% | — | 不变 |
| BLDR | BUILDERS FIRSTSOURCE INC | $31.43万 | 0.01% | 3,817 | -49 | -1.3% | -$4,034 | 减仓 |
| AOS | SMITH A O CORP | $31.45万 | 0.01% | 4,770 | -98 | -2.0% | -$6,462 | 减仓 |
| LIN | LINDE PLC | $31.58万 | 0.01% | 637 | -560 | -46.8% | -$27.76万 | 减仓 |
| OSK | OSHKOSH CORP | $31.77万 | 0.01% | 2,158 | 2,158 | — | $31.77万 | 新建仓 |
| FLS | FLOWSERVE CORP | $32.28万 | 0.01% | 4,391 | 4,391 | — | $32.28万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW | $32.71万 | 0.01% | 1,000 | 927 | 1,269.9% | $30.32万 | 重新持有 |
| CNM | CORE & MAIN INC | $33.33万 | 0.01% | 6,746 | 6,746 | — | $33.33万 | 新建仓 |
| CR | CRANE COMPANY | $34.03万 | 0.01% | 1,990 | 1,990 | — | $34.03万 | 新建仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $34.15万 | 0.01% | 1,287 | 1,287 | — | $34.15万 | 新建仓 |
| DGRW | WISDOMTREE TR | $34.55万 | 0.01% | 1,286 | 1,286 | — | $34.55万 | 新建仓 |
| SPUS | TIDAL TRUST I | $38.05万 | 0.01% | 7,900 | 0 | 0.0% | — | 不变 |
| MOD | MODINE MFG CO | $39.44万 | 0.02% | 1,820 | 1,820 | — | $39.44万 | 新建仓 |
| S | SENTINELONE INC | $39.91万 | 0.02% | 82,805 | 52,333 | 171.7% | $25.22万 | 加仓 |
| FSLR | FIRST SOLAR INC | $40.72万 | 0.02% | 2,070 | 602 | 41.0% | $11.84万 | 加仓 |
| AEIS | ADVANCED ENERGY INDS | $42.05万 | 0.02% | 1,303 | 1,303 | — | $42.05万 | 新建仓 |
| ESTC | ELASTIC N V | $42.33万 | 0.02% | 8,467 | -981 | -10.4% | -$4.90万 | 减仓 |
| MAS | MASCO CORP | $42.42万 | 0.02% | 7,026 | -236 | -3.2% | -$1.42万 | 减仓 |
| — | TIDAL TRUST I | $43.28万 | 0.02% | 24,180 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $44.56万 | 0.02% | 1,486 | 340 | 29.7% | $10.19万 | 加仓 |
| IHI | ISHARES TR | $45.61万 | 0.02% | 8,568 | -1,560 | -15.4% | -$8.30万 | 减仓 |
| CSL | CARLISLE COS INC | $47.07万 | 0.02% | 1,411 | 1,411 | — | $47.07万 | 新建仓 |
| LECO | LINCOLN ELEC HLDGS INC | $47.10万 | 0.02% | 1,891 | 1,891 | — | $47.10万 | 新建仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $47.35万 | 0.02% | 10,540 | -1,500 | -12.5% | -$6.74万 | 减仓 |
| — | AIRSHIP AI HLDGS INC | $47.88万 | 0.02% | 675,000 | 0 | 0.0% | — | 不变 |
| GGG | GRACO INC | $48.29万 | 0.02% | 5,705 | 5,705 | — | $48.29万 | 新建仓 |
| — | TASEKO MINES LTD | $48.47万 | 0.02% | 75,000 | 0 | 0.0% | — | 不变 |
| IEX | IDEX CORP | $48.62万 | 0.02% | 2,565 | -52 | -2.0% | -$9,857 | 减仓 |
| VST | VISTRA CORP | $48.71万 | 0.02% | 3,240 | 1,990 | 159.2% | $29.92万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $49.75万 | 0.02% | 3,109 | 674 | 27.7% | $10.79万 | 加仓 |
| PERI | PERION NETWORK LTD | $50.33万 | 0.02% | 50,002 | 11,435 | 29.6% | $11.51万 | 加仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $50.62万 | 0.02% | 5,500 | 0 | 0.0% | — | 不变 |
| CLH | CLEAN HARBORS INC | $52.36万 | 0.02% | 1,826 | 1,826 | — | $52.36万 | 新建仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $52.40万 | 0.02% | 4,000 | 4,000 | — | $52.40万 | 新建仓 |
| HD | HOME DEPOT INC | $54.66万 | 0.02% | 1,674 | -167 | -9.1% | -$5.45万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $56.01万 | 0.02% | 6,030 | 2,185 | 56.8% | $20.29万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $56.96万 | 0.02% | 7,193 | 1,070 | 17.5% | $8.47万 | 加仓 |
| SONY | SONY GROUP CORP | $57.75万 | 0.02% | 27,900 | -50,865 | -64.6% | -$105.29万 | 减仓 |
| FTV | FORTIVE CORP | $58.72万 | 0.02% | 10,623 | -482 | -4.3% | -$2.66万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $60.06万 | 0.02% | 8,350 | -29,490 | -77.9% | -$212.12万 | 减仓 |
| APG | API GROUP CORP | $60.33万 | 0.02% | 14,888 | 14,888 | — | $60.33万 | 新建仓 |
| SNOW | SNOWFLAKE INC | $60.33万 | 0.02% | 4,000 | 0 | 0.0% | — | 不变 |
| AA | ALCOA CORP | $60.39万 | 0.02% | 9,104 | 49 | 0.5% | $3,250 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $62.33万 | 0.02% | 3,837 | 0 | 0.0% | — | 不变 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $63.46万 | 0.02% | 5,631 | 5,631 | — | $63.46万 | 新建仓 |
| XLV | SELECT SECTOR SPDR TR | $63.68万 | 0.02% | 4,366 | -100 | -2.2% | -$1.46万 | 减仓 |
| RKLB | ROCKET LAB CORP | $64.22万 | 0.02% | 10,000 | 10,000 | — | $64.22万 | 新建仓 |
| EQIX | EQUINIX INC | $64.87万 | 0.02% | 663 | -28 | -4.1% | -$2.74万 | 减仓 |
| AGG | ISHARES TR | $64.89万 | 0.02% | 6,545 | 1,000 | 18.0% | $9.91万 | 加仓 |
| KO | COCA COLA CO | $65.66万 | 0.03% | 8,620 | -867 | -9.1% | -$6.60万 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $67.75万 | 0.03% | 1,719 | 1,719 | — | $67.75万 | 新建仓 |
| ATI | ATI INC | $68.73万 | 0.03% | 4,725 | 4,725 | — | $68.73万 | 新建仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $70.18万 | 0.03% | 11,273 | -12,550 | -52.7% | -$78.13万 | 减仓 |
| ROKU | ROKU INC | $72.75万 | 0.03% | 8,009 | 8,009 | — | $72.75万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $74.73万 | 0.03% | 3,740 | -2,265 | -37.7% | -$45.26万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $75.19万 | 0.03% | 3,076 | -491 | -13.8% | -$12.00万 | 减仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $76.98万 | 0.03% | 9,866 | -1,010 | -9.3% | -$7.88万 | 减仓 |
| TER | TERADYNE INC | $77.08万 | 0.03% | 2,600 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $79.70万 | 0.03% | 900 | 80 | 9.8% | $7.08万 | 加仓 |
| CRM | SALESFORCE INC | $80.88万 | 0.03% | 4,333 | -4,522 | -51.1% | -$84.41万 | 减仓 |
| ODD | ODDITY TECH LTD | $87.16万 | 0.03% | 72,007 | -20,980 | -22.6% | -$25.40万 | 减仓 |
| AMAT | APPLIED MATLS INC | $87.39万 | 0.03% | 2,560 | 2,500 | 4,166.7% | $85.34万 | 加仓 |
| ROL | ROLLINS INC | $88.66万 | 0.03% | 16,600 | -223 | -1.3% | -$1.19万 | 减仓 |
| STLD | STEEL DYNAMICS INC | $89.98万 | 0.03% | 4,999 | -107 | -2.1% | -$1.93万 | 减仓 |
| HUBB | HUBBELL INC | $90.00万 | 0.03% | 1,834 | -24 | -1.3% | -$1.18万 | 减仓 |
| DT | DYNATRACE INC | $90.23万 | 0.03% | 24,400 | -2,631 | -9.7% | -$9.73万 | 减仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $91.71万 | 0.04% | 6,688 | 2,688 | 67.2% | $36.86万 | 加仓 |
| PFE | PFIZER INC | $91.86万 | 0.04% | 32,715 | -17,444 | -34.8% | -$48.98万 | 减仓 |
| MCD | MCDONALDS CORP | $92.27万 | 0.04% | 2,970 | 9 | 0.3% | $2,796 | 加仓 |
| GEN | GEN DIGITAL INC | $93.30万 | 0.04% | 49,549 | -5,745 | -10.4% | -$10.82万 | 减仓 |
| DOV | DOVER CORP | $97.01万 | 0.04% | 4,654 | -142 | -3.0% | -$2.96万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $98.00万 | 0.04% | 7,085 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INC | $100.26万 | 0.04% | 8,390 | -123 | -1.4% | -$1.47万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $103.39万 | 0.04% | 13,413 | -213 | -1.6% | -$1.64万 | 减仓 |
| BAC | BANK AMERICA CORP | $108.16万 | 0.04% | 22,192 | -750 | -3.3% | -$3.66万 | 减仓 |
| IR | INGERSOLL RAND INC | $108.27万 | 0.04% | 13,513 | -302 | -2.2% | -$2.42万 | 减仓 |
| — | KAMADA LTD | $112.12万 | 0.04% | 136,438 | -152,944 | -52.9% | -$125.69万 | 减仓 |
| EME | EMCOR GROUP INC | $113.48万 | 0.04% | 1,537 | 1,537 | — | $113.48万 | 新建仓 |
| OKTA | OKTA INC | $113.90万 | 0.04% | 14,471 | -1,419 | -8.9% | -$11.17万 | 减仓 |
| — | EXXON MOBIL CORP | $116.61万 | 0.04% | 6,873 | 1,198 | 21.1% | $20.33万 | 加仓 |